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Name Holding Trade Value Shares
Change
Change in
Stake
BC
351
Broadwater Capital
Massachusetts
$2.98K
IAIM
352
International Assets Investment Management
Florida
$2.91K
GSWM
353
Golden State Wealth Management
California
$2.91K
KSB
354
Kennebec Savings Bank
Maine
$2.86K
HIA
355
Harbor Investment Advisory
Maryland
$2.21K
FFO
356
Fortitude Family Office
Arizona
$2.19K +$620 +34 +29%
CCM
357
Chilton Capital Management
Texas
$2.18K
LI
358
LRI Investments
Florida
$2.03K
AW
359
Avion Wealth
Texas
$2K
CMP
360
Coston McIsaac & Partners
Maine
$2K
QC
361
Quent Capital
New York
$1.98K +$1.73K +95 +232%
WTA
362
Washington Trust Advisors
Massachusetts
$1.93K
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$1.92K -$401 -22 -14%
FWA
364
Flagship Wealth Advisors
Massachusetts
$1.91K
CFO
365
CVA Family Office
Colorado
$1.86K +$2.33K +128 New
JWA
366
JFS Wealth Advisors
Pennsylvania
$1.76K -$2.24K -123 -50%
BF
367
BOK Financial
Oklahoma
$1.67K +$2.1K +115 New
AF
368
Abound Financial
California
$1.63K
SAM
369
Smartleaf Asset Management
Massachusetts
$1.5K -$9.91K -544 -84%
NS
370
NBC Securities
Alabama
$1.49K
PWMG
371
Private Wealth Management Group
New Jersey
$1.45K -$18 -1 -1%
EB
372
Eastern Bank
Massachusetts
$1.45K
FP
373
Financial Perspectives
Minnesota
$1.45K
HNW
374
High Note Wealth
Minnesota
$1.45K
MAFA
375
MJT & Associates Financial Advisory
Minnesota
$1.45K